CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 437 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 6.16% | -0.41% | -19.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.73% | -0.18% | +33.31% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.91% | -0.44% | -36.89% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.71% | — | -7.73% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.43% | +0.13% | -0.17% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | -0.43% | -14.19% | |
| 7 | T | At&t INC | 股票-通信服务 | 1.18% | — | +38.83% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.18% | — | +45.97% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | -1.06% | +14.15% | |
| 10 | NAD | Nuveen Quality Municipal Income Fund | 股票-其他 | 1.05% | — | +9.67% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.04% | — | +14.60% | |
| 12 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.96% | — | -43.10% | |
| 13 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.95% | — | — | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.93% | — | -2.74% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | — | +8.07% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.70% | -21.83% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.90% | — | -5.48% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | -0.02% | +36.42% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.81% | -0.09% | +11.52% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | — | +314.39% | |
| 21 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.76% | — | +261.78% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.69% | — | +8.80% | |
| 23 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.67% | — | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.65% | — | +2.22% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.64% | — | +11.22% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | -21.78% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.62% | — | +3.26% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.61% | — | -75.26% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.60% | — | +54.54% | |
| 30 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.59% | — | -5.51% | |
| 31 | VUSE | Vident US Eqty Strat ETF | ETF-其他 | 0.59% | — | +8.19% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.55% | — | -0.62% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.22% | +13.93% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.53% | — | +96.27% | |
| 35 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.53% | — | -5.43% | |
| 36 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.53% | — | -5.60% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.53% | — | +3.99% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.52% | — | +12.13% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | -22.80% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | — | +2.14% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.50% | — | — | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | — | +1.45% | |
| 43 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.49% | — | +1.57% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | — | +40.26% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | -0.22% | +11.84% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | +17.32% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.46% | — | -2.08% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | — | +38.69% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.45% | -0.19% | -5.80% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.45% | — | +15.96% |